Mezzi Wealth User Reviews

Name: Mezzi Wealth
Rating: 4.7 (104 reviews)

Mezzi Wealth

StockTalk, Inc

💰 Finance

Customer Experience

Positive experience78.6% of reviews

Neutral0.0% of reviews

Negative experience21.4% of reviews

~ Based on 28 written reviews from the US App Store.

Is Mezzi Wealth Safe?

Mezzi Wealth appears safe based on user ratings. AppsHunter Safety Score for Mezzi Wealth is 90/100.

This assessment is based on 104 user ratings, with an App Store average of 4.7/5.

Safety Analysis

93.3% of ratings point to a safe experience

1.0% of ratings suggest some concerns

5.8% of ratings point to a risky experience

~ Based on 104 App Store ratings for Mezzi Wealth.

Is Mezzi Wealth Legit?

Mezzi Wealth appears to be a legitimate app. AppsHunter Legitimacy Score for Mezzi Wealth is 83/100.

Based on 83 of 100 points across 7 verification signals from App Store and developer data.

Top reviews

Most Recent Highest Rated Lowest Rated

Get Mezzi, you’ll be glad you did

Awesome app. I’ve tried a few and Mezzi is the best. Very inexpensive for an impressive amount of functionality. Just a tip or two from Mezzi AI more the covers the subscription cost. Useful if you already have an advisor and unbeatable if you manage your own finances.
It’s so easy to have multiple accounts-brokerage, 401k, HSA, Roth and if you have a spouse or partner even more. Mezzi lets you see everything under one roof in a simple and clean layout and guides you how to best manage your money for today and the future in terms of growth, income, your risk tolerance, and tax management.
If you own ETFs, the x-ray feature is so informative in letting you know what you actually own and how much overlap is in your various accounts. And all your accounts - they’re still yours. No need to open a new account with a new advisor. Mezzi puts them all together right on your phone or computer.
Bonus-they are SEC registered. Bonus 2-Notifications: create reminders, bill due dates and calendar events. Bonus 3-Mezzi AI uses Gemini and ChatGPT but your questions are asked through Mezzi, so Google and ChatGPT can’t form a profile on you, and the answers are geared toward you and your portfolio.

Daddy-wiz

23 days ago

Response from developer

Thank you so much for sharing your experience with Mezzi. We're thrilled you are finding the platform to be valuable. Don't hesitate to reach out with any questions or feedback.

Best consumer fintech app

This is hands-down the best consumer fintech app for managing your investments.

A lot of apps start and end with providing a high-level view of your accounts. Mezzi consolidates and analyzes all the data WITHIN your accounts, providing better insights than anything else out there.

Its AI chat is awesome and fun and allows you to do pretty much any custom research, suggestions, and analysis you want.

Rare~reviewer

a month ago

Response from developer

Thank you so much for sharing your experience with Mezzi. Chat is very powerful and getting more and more each week. Don't hesitate to reach out with any questions or feedback.

Good data

Mezzi has provided me with the fastest, most up to date data from all of our accounts. I really enjoy using this. It saved us a lot of money in fees by showing us that one of our “no fee” funds actually did have fees.

Waitlossgyrl

a month ago

Response from developer

It's great to hear that Mezzi has helped save on fees! Thanks so much for sharing your experience.

Wealth management using AI

I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.

IndDoc

3 months ago

Response from developer

We're thrilled to hear Mezzi is helping you manage your allocations. We look forward to continuing to serve you and improving our service each week.

Highly recommended !

As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.

john junior jeff 111

4 months ago

Response from developer

Wow, thank you so much for sharing your thoughts and we're happy to hear that it's been valuable for you! Please don't hesitate to reach out if there's anything we can do to improve your Mezzi experience.

Great App

I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides. When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!

It makes me want to eat oreos

4 months ago

Response from developer

We're glad to hear that you are loving Mezzi and we expect to keep on improving each week for you! Don't hesitate to reach out any time if we can help.

Version 0.01

Rudimentary product, expensive, can’t properly classify assets or properly assess portfolio income. No free trial period, CFO Silvia much better. Don’t waste your time or $ on this

Rajnya

6 months ago

Not ready for public use

It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest.

It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.

NoNickname6728

8 months ago

Response from developer

NoNickname6728, we'd love to have you try Mezzi again. We've made significant updates to the AI and we now also support tax lots for select brokerages. If interested, please reach out to support@mezzi.com for a trial of our premium membership features. You can also try most of the functionality for Free.

Ultimate visibility and AI

This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.

Happyfsa

a year ago

Doesn’t really do anything

All this app does is essentially copy and paste your portfolio into ChatGPT.

It also has a really bad account aggregator.

It costs $200 which is an absolute joke.

wacow45

a year ago

Promising Idea, Meh Realization

The core promise is to put automated insights and tailored AI to use by giving it access to your accounts. And while it technically does all that, the execution is wholly underwhelming. Account integration relies on their partners (e.g., Plaid) working well with your financial institution. The insights are entertaining but ultimately shallow, big on wordy responses but with little substance on actionable steps, oftentimes focusing on a few funds rather than the totality of the account. Rationales can be hit or miss, with some referring to old data - I've gotten advice that was assuming the year is still 2024, an absolute no-go. But ultimately the biggest letdown is with the AI models, which use old ChatGPT4 versions and either don't go deep enough or spend upwards of 5 minutes "reasoning". The interaction requires a lot of trial and error to shape the prompts, which becomes exhausting. I want financial advice with AI automation that is largely preemptive and guided. What I got was old ChatGPT with a few prepared prompts that can RAG in my statements. I can probably get more for $200/year by just subscribing to ChatGPT Pro and dumping CSV account statements into the context or, heck, writing a small MCP harness to make them accessible like an AI native tool. Overall promising but just not worth the price asked.

MatzEffect

a year ago

Response from developer

Thank you. We really appreciate your detailed review and we apologize for falling short of your expectations. The value of Mezzi is in being able to synthesize your portfolio and other assets in real-time, while having insights that are personalized to you. We're curious, did you take advantage of Mezzi's personalization features? We're sorry our AI didn't deliver for you. We are actively working on improving the user experience and providing GPT 5 in the next couple of weeks. Given the nature of financial data, we put forth rigorous testing to ensure it delivers a superior experience. We'd love to find a way to make this up to you. Would you be open to a call with our team to see how we can resolve your concerns and demonstrate the value directly? Please reach out to us at help@mezzi.com if that is of interest so that we can schedule.

Don’t be fooled by the positive reviews.

The account information that was imported into the app had a significant error rate that the bot said was accurate. It is impractical to use a “beta” version that claims accuracy when it is wrong.

iPad user 1121

a year ago

Poor support

I signed up for this app. Because of technical issues, I wanted to cancel my subscription. I reached out to support group as I couldn’t find the field to manage subscription. Support group kept on telling me “go to your profile & manage subscription “. Till now I see no help canceling my subscription.

BOA loyal customer

a year ago

Response from developer

Hi there, We're really sorry to hear that you had this issue. We occasionally do miss messages, and recently as our business has grown our investments in customer support haven't kept up. We've made recent investments to streamline responses to customer questions. We'd love to help you cancel your subscription or provide an extended trial to give you more time with Mezzi. The best way to cancel is through the Apple App Store subscriptions page. If you signed up via our web application, please send us an email and we will cancel on your behalf.

Great Insights

A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.

MacroMashup

a year ago

Great app

Love the app and future plans for the company. AI driven instead of an app with an AI add on. Best customer service I’ve seen in years.

Llerocs

a year ago

Great app for tracking investment and gain insights through generative AI

Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.

Emma0123Z

a year ago

Great UI and customer support

Love the UI and insight provided by the app. Customer support is also 5 star!

penguinridar

2 years ago

Great app to aggregate all accounts

Mezzi is my go-to app to aggregate all of my accounts. The interface is slick and provides everything I need to know about my accounts.

I have the basic version, but plan on subscribing to get additional functions like dollar cost averaging suggestions.

MDItrades

2 years ago

Keep tabs on your investments

Easy to use, like the X-ray feature to see underlying investments, performance comparisons, weekly and monthly rewinds…

JoeMoss7

2 years ago

New user

I have found this app to be extremely useful. Having everything from brokerage accounts, 401ks, to 529s all under one platform makes evaluating your personal finances a breeze. User interface is clean and organized. Response time from management is very prompt. Couldn’t say enough good things about this app/platform!

Newly minted millionaire